If you'd like to update your client demographics in Brittco to match what is currently in IDS, you may follow the following steps to do so:
1. Go to Download Center on DODD's site.
2. Download "XML-Individual Data Download" for Active, Terminated and Deceased - you will need to do it once for each.
3. On the Clients screen in Brittco, click on the triangle next to Apply Filters, then click "Import" - you will need to be an Admin in order to do this.
4. Select IDS from the dropdown and select the file that you downloaded from DODD.
Note: The import process will happen in the background and will complete in roughly 1-2 minutes. You may check the activity log to see what information was updated.
The following demographic fields will be synced during this process:
- First Name
- Middle Name
- Last Name
- Date of Birth
- Social Security Number
- Medicaid Number
- Initial Enrollment Date
- Re-Enrollment Date
- Withdrawal Date
- Home Phone
- Cell Phone
- School District
- Address Information
- Services / Supports